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Updated about 5 years ago on . Most recent reply

Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
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Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
Connect
Weina Shi
  • Investor
  • Wellesley, MA
14
Votes |
84
Posts
Tax, SDIRAs & Cost Segregation

Anyone used Bank of America for 401k Trust Bank Account?

Weina Shi
  • Investor
  • Wellesley, MA
Posted

Hi,

I just started my solo 401k plan with 

https://www.solo401k.com/

The plan provider has recommended Solera Bank. However, we already have an account with Bank of America and it would be easier if we can get the trust checking checking account with Bofa. Anyone successfully gotten that set up with Bofa? Any tips?

Thanks!

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Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
Connect

User Stats

84
Posts
14
Votes
Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
Connect
Weina Shi
  • Investor
  • Wellesley, MA
14
Votes |
84
Posts
Weina Shi
  • Investor
  • Wellesley, MA
Replied

I have all the document but bankers not familiar. 

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